Installation & Initial Setup of Scenario for Outlook add-in
NOTE - The screen images in this help may be slightly different from your Outlook application due to the differences in Outlook versions, settings, etc.
How do I Install Scenario for Outlook add-in?
You can install Scenario for Outlook add-in the same manner as all other Outlook Add-ins.
1. Open ‘Add-ins for Outlook’ page on a web browser
From the Outlook desktop client, go to File > Info, and click Manage Add-ins. This will open the Outlook web client on a web browser.
Alternatively, if you already have Get Add-ins menu available in the Ribbon, you can click this to open Add-Ins for Outlook page.From the Outlook web client, click the button Get add-ins at the top
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2. Search Scenario for Outlook add-in
Search ‘Scenario’ in the search box and hit the enter key.
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3. Click ‘Add’ button for the Scenario for Outlook add-in
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Once successfully installed, you can see the menu in the Ribbon on the Outlook desktop client as well as on the Outlook web client.
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How Do I Setup & Login?
1. Select an Email and click Scenario for Outlook add-in. Scenario panel will show up then click on the Login
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2. A new small window appears for the login screen, select + New Company/Project Domain
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3. Input the provided URL on Add New URL field to connect to your Scenario server.
4. The Company/Project Domain field will be auto-populated, but you can rename it.
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5. Click Save and it will prompt you for a successful domain setup.
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6. Click Login Now to go back to the login page with the configured Company/Project Domain.
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7. When you need to review the existing domains, edit, or add more domains, click + New Company/Project Domain.
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Note: Company/Project Domain > Server List "item" should appear in a green icon indicating you are connected with the server
8. Enter your Scenario Username and Password, then click Login.
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9. Once you are logged in, Scenario panel should now appear on your desktop Outlook client.
It works in the same way with the Outlook web client as well.
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